On the evening of August 6, media outlets reported that US President Trump and Apple CEO Tim Cook jointly announced a significant investment commitment by Apple. The tech giant plans to inject an additional $100 billion into domestic manufacturing in the United States, with the strategic aim of mitigating potential future punitive tariffs on its hardware products. Currently, the valuations of key companies within the A/H share Apple supply chain are relatively subdued. As the negative impacts on the Apple supply chain gradually subside, market sentiment is showing signs of recovery. Moreover, there is a bullish outlook on Apple's upcoming hardware innovation cycle spanning from 2025 to 2027. It is advisable to focus on companies that not only have a solid foundation in their Apple-related business but are also actively exploring new frontiers, including AI, foldable screens, and robotics.